Data quality enhancement feature plan

OVERARCHING BEHAVIOR

This will be enabled by the key ckSLCommon.CustomerProspect.DataQuality.Enforce

UI BEHAVIOR

  • We will enforce all field criteria upon record edit (not just the one field edited)

  • There will be a flag in the UI to indicate that a record is non-compliant with data quality standards

    • This applies to list view

    • This applies to individual record view

  • Failure to meet the criteria results in the UI refusing to save the changes.

    • When this happens, the UI does not discard the changes from the UI, rather it allows the user to correct the changes to fit the criteria.

    • If refusing changes, the UI also explains what criterion / criteria were not met.

COMPANY RECORDS

COMPANY NAME

  • Cannot be Null/Blank

  • Cannot contain more than 2 spaces

  • Cannot start with /, *, or $

COMPANY ADDRESS

Address (lines 1, 2, and 3)

  • All 3 address lines cannot be Null/Blank (at least one must be non-blank)

  • Cannot start with /, *, or $

City, State, Country

  • Cannot be Null/Blank

  • Cannot start with /, *, or $

  • Cannot start with any non-alphabet character

Postal Code

  • Cannot be Null/Blank

  • Cannot start with /, *, or $

CONTACT DETAILS

CONTACT NAME

  • Cannot be Null/Blank

  • Cannot start with /, *, or $

  • Must be greater than 3 characters with at least 1 space (first and last name)

  • Cannot be all numeric OR all special characters OR all mix of numeric & special characters

CONTACT PHONE & PHONE 2

  • Both Phone and Phone 2 cannot be Null/Blank – at least one non-blank

  • Mobile Phone is mandatory

  • Cannot start with /, *, or $

  • Must be numeric – special characters #, x, “ext”, ., –, (), + are ok

  • Cannot be less than 7 digits or more than 16 digits

  • Cannot have all repeating digits (for ex, 333-3333)

  • Cannot start with alphabet character

CONTACT EMAIL

  • Cannot be Null/Blank

  • Always visible in the influencer editing window

  • Cannot start with /, *, or $

  • Must include a “@” and a “.”

  • Email domain cannot be a dealer domain (only check the domain of the customer for now)

CONTACT TITLE

  • Cannot be Null/Blank

  • Cannot start with /, *, or $

  • For Titles in English, it should not be less than 3 characters

  • Cannot be all numeric OR all special characters OR all mix of numeric & special characters